Keebeck

keebeck wealth management.

Keebeck Wealth Management has the experience, knowledge, network and passion to help high net worth individuals and families simplify their financial decision-making by educating them on how to control their capital. We help our clients identify the best path to their true goals by synthesizing all the “seasons” of their lives into a focused plan to step forward.
We serve as our clients’ financial fiduciary, their objective advisor, and their loyal friend.
We are committed to helping them enjoy the benefits of their wealth.

 

Keebeck Wealth Management is a registered independent advisory firm dedicated to working with corporate executives, private business owners, entrepreneurs, and their multi-generational families. Our comprehensive wealth management solutions and our highly personalized services have a singular focus: to help our clients to

step forward.

Keebeck is the given name of our founder, Bruce K. Lee, whose immigrant parents chose for him a name that means “to ascend.” It has been a lifelong aspiration for Bruce to rise above, do better, improve.  Throughout his career, he has been committed to help his clients achieve more.  Now, his new firm, Keebeck, is uniquely positioned to help our clients step forward.

Beginning in 2007, Bruce has been named to the Barron’s “Top 100” and “Top 1200″ Financial Advisors multiple times, and he has been named Financial Times’ “Top 400 Financial Advisors” annually since 2014.

Bruce serves on the Board of Trustees for the The University School of Milwaukee and is an active participant in Youth Entrepreneurs. Previously he served on the boards of the John G. Shedd Aquarium and The DuPage Community Foundation. Bruce and his wife, Jennifer, along with their two daughters, Mia and Lauren, live in Hinsdale, Illinois.

the keebeck difference.

Proprietary Relationships

Our Professional network provides unparalleled access to personal and corporate resources who can offer invaluable information, connections and opportunities to our clients.

Virtual Family Office

We offer a virtual family office to solve financial and non-financial challenges through simplified digital applications, concierge-style services and the highest standard of personal attention.

Digital Workforce

Keebeck utilizes fintech solutions to create efficiencies, flexibility, and access in managing our client portfolios. We leverage technology through an open platform and a digital workforce to broaden our offerings without bias or institutional constraint.

Service & Loyalty

Our fiduciary commitment drives Keebeck’s ethos of service.  We educate our clients to be in control of their capital, ensuring that their best interests are the only agenda.

team members.

The Keebeck team serves as our clients’ financial fiduciary, their objective advisor, and their loyal friend. We are committed to helping them enjoy the benefits of their wealth.

As part of the Dynasty Financial Partners network, we have access to a full array of investment research, consulting, and proprietary analytical tools.

Keebeck Professionals

Bruce K. Lee

Founder and CEO, Wealth Advisor

Joseph Polakoff

Partner, Wealth Advisor

Mathew Klody, CFA

Managing Director, CIO

Stephanie Roberts, MBA

Managing Director, Director of Operations

Christopher Duff

Vice President, Analyst

Alexa Hyman

Vice President, Client Solutions

Derek Feilmeier

Associate, Client Experience

Matthew Carey, JD

Analyst

Rich Magnuson

Tax Advisor

Board of Advisors

Anthony Anderson

Retired Vice Chair and Managing Partner of the Midwest Region, Ernst & Young LLP

Jeff Joerres

Retired CEO and Chairman, ManpowerGroup

Jim Collis

Founding Partner, Seaport | Co-Chairman, Seaport Investment Committee

Robert Center

Non-Executive Chairman

contact us.

We are proud to work with high net worth individuals and families, helping each one of our clients “step forward.”

Keebeck Wealth Management
150 N. Riverside Plaza, Suite 1850
Chicago, IL 60606

info@keebeck.com
312-825-1200